2025
Fixed Tooltip Display for Blacklist Type in Discussions
RESOLVED ISSUESWe fixed a bug that caused discussions tooltips to display 'None' instead of the correct blacklist type.
Search Inactive Resources Not Working for Product Records.
RESOLVED ISSUESWe fixed a bug that prevented end-dated products from appearing when the 'Search Inactive Resources' feature was enabled.
We fixed a bug that caused discussions tooltips to display 'None' instead of the correct blacklist type.
Search Inactive Resources Not Working for Product Records.
RESOLVED ISSUESWe fixed a bug that prevented end-dated products from appearing when the 'Search Inactive Resources' feature was enabled.
We fixed a bug that prevented end-dated products from appearing when the 'Search Inactive Resources' feature was enabled.
2024
Contract Status now visible when creating Policies manually
IMPROVEMENTSThe contract status is now visible in the 'Contract' field within the Advisors section when creating policies manually.
Policy Import Batch.
IMPROVEMENTSIMPORT BATCHESWe added new columns for Policy Import Batches: Product Duration ID, Product Duration Import Key, Product Duration Months, Product Duration Years.
The contract status is now visible in the 'Contract' field within the Advisors section when creating policies manually.
Policy Import Batch.
IMPROVEMENTSIMPORT BATCHESWe added new columns for Policy Import Batches: Product Duration ID, Product Duration Import Key, Product Duration Months, Product Duration Years.
We added new columns for Policy Import Batches: Product Duration ID, Product Duration Import Key, Product Duration Months, Product Duration Years.
2024
New "Operation" field on Record Activity Log Feature
IMPROVEMENTSWe introduced a new 'Operation' field in the Record Activity Log feature, allowing you to filter activities by Insert, Update, or Delete operations.
We introduced a new 'Operation' field in the Record Activity Log feature, allowing you to filter activities by Insert, Update, or Delete operations.
2024
New JSON format for Reports
REPORTSIMPROVEMENTSThe JSON option is now available for report downloads, making it easier to integrate data seamlessly into your workflows and applications.
The JSON option is now available for report downloads, making it easier to integrate data seamlessly into your workflows and applications.
2024
Email Address Validation
IMPROVEMENTSWe enhanced our email validation process to better detect and reject email addresses that don't comply with standard formatting rules, ensuring more accurate data entry and reducing errors.
Mojo Advisor Lookup Improvement.
IMPROVEMENTSINTEGRATIONSWe enhanced Mojo's Advisor Lookup by improving its functionality to factor in the associated contract when one is provided.
We enhanced our email validation process to better detect and reject email addresses that don't comply with standard formatting rules, ensuring more accurate data entry and reducing errors.
Mojo Advisor Lookup Improvement.
IMPROVEMENTSINTEGRATIONSWe enhanced Mojo's Advisor Lookup by improving its functionality to factor in the associated contract when one is provided.
We enhanced Mojo's Advisor Lookup by improving its functionality to factor in the associated contract when one is provided.
2024
CC Contacts in Emailed Reports
REPORTSIMPROVEMENTSWe expanded the functionality of report emailing, allowing you to CC contacts in addition to users and advisors.
We expanded the functionality of report emailing, allowing you to CC contacts in addition to users and advisors.
Case Study
Integrity Marketing Group
2024
SureLC: Fixed Carrier-Linking Issue
INTEGRATIONSRESOLVED ISSUESWe resolved an issue where all contracts were incorrectly linked to the same carrier. Now, each contract is accurately associated with its corresponding carrier.
We resolved an issue where all contracts were incorrectly linked to the same carrier. Now, each contract is accurately associated with its corresponding carrier.
2024
New paths for Certifications on Reports
REPORTSIMPROVEMENTSWe added the State Training Type path to Certification Reports, expanding your ability to generate detailed training-related insights.
We added the State Training Type path to Certification Reports, expanding your ability to generate detailed training-related insights.